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LinkedIn Learning

Excel and Visio: Generating Diagrams Automatically

via LinkedIn Learning

Overview

Learn how to transform Excel data into a Visio diagram with just three clicks.

Learn how to create Visio diagrams automatically from your Excel data. Follow along with Visio MVP Scott Helmers as he shows how to leverage Data Visualizer, a Visio feature that automates the creation of Visio diagrams. You supply the Excel data and Visio does the rest. Scott begins the course by demonstrating how to locate the Excel Data Visualizer templates—whether you're working in Visio or Excel—and use them to create flowcharts and swimlane diagrams. He demonstrates that the resulting diagrams are linked to the data so that changes to one are synchronized to the other. He then shows how to build your own data source, create other types of diagrams, and package data and a diagram into a template package that can be shared with other people.

Syllabus

Introduction
  • Welcome
1. Create Diagrams from Data in Excel
  • What is Data Visualizer?
  • Find the Excel templates
  • Create a flowchart
  • Create a swimlane diagram
2. Working with Data and the Diagram
  • Update data and then the diagram
  • Update the diagram and then the data
  • Enhance your diagram
3. Build Custom Data Sources and Diagrams
  • Create your own data source
4. Create a Custom Template Package
  • Create a template package
  • Install a template package on another PC
Conclusion
  • Next steps

Taught by

Scott Helmers

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